See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,609 | $115,770-17.4% | $101,248-5.6% | $158,922-39.8% |
| Participation rate | 16.7% | 79.4%-62.7pp | 75.8%-59.1pp | 82.0%-65.3pp |
| Annual return | 16.77% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $401 | $4,175-90.4% | $3,660-89.0% | $4,761-91.6% |
| Participant deferral / active EE | $4,110 | $4,957-17.1% | $4,370-5.9% | $5,982-31.3% |
| Admin fee / account holder | $323 | $7,245-95.5% | $5,945-94.6% | $11,246-97.1% |